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mohdth
Level 1

How do I add TAGs to my lists in Gear ?

how do i get access to use tags in my quickbooks version
1 Comment 1
ChristieAnn
QuickBooks Team

How do I add TAGs to my lists in Gear ?

Hi there, mohdth.

 

Welcome to the QuickBooks Community. I'll be sharing details about the Tags feature in QuickBooks Online. Then, an alternative way to use the same as this feature so you're able to work it.

 

The Tag feature is used to track transactions to get deeper insights into your sales and expenses. Then, they don't impact your books. Rather, they're a way for your team to track the info that matters most to you. With this, the said feature is only currently available for the QuickBooks Online US version and not for the International one.

 

Meanwhile, you can use the class tracking feature to get more details into your sales, expenses, or profitability for each part of your business. Please note that you can do this in QuickBooks Online Plus. To start with, you'll have to turn this option on the Account and Settings page.

 

Here's how:

 

  1. Go to the Gear icon and select Account and Settings.
  2. Choose the Advanced tab. Then, choose the Categories section to edit.
  3. Check Track classes and also Warn me when a transaction isn't assigned a class. This is optional, but it's good to turn on, so when you look at reports, you know everything got classified.
  4. Under Assign classes, choose One to entire transaction or One to each row in transaction.
  5. Click Save and Done.

 

For additional information, you can click this article: Get started with class tracking in QuickBooks Online. This also provides different details on how Class tracking works in QBO.

 

I'm also adding this article to view details on how you can utilize Location tracking to used in categorising data from different locations, offices, regions, outlets, or departments of the same company: Set up and use location tracking.

 

Please let me know if there's anything else that I could help you with about tracking entries in QBO. I'll be here every step of the way. Have a great day!